The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 151,606 1,997,450 SH   SOLE   1,997,450 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 2,692 268,900 SH   SOLE   268,900 0 0
ADC THERAPEUTICS SA SHS H0036K147 8,196 175,090 SH   SOLE   175,090 0 0
ADOBE INC COM 00724F101 422,266 970,035 SH   SOLE   970,035 0 0
ADURO BIOTECH INC COM 00739L101 1,855 802,900 SH   SOLE   802,900 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103 1,091 117,929 SH   SOLE   117,929 0 0
ALBIREO PHARMA INC COM 01345P106 2,143 80,900 SH   SOLE   80,900 0 0
AMAZON COM INC COM 023135106 273,537 99,150 SH   SOLE   99,150 0 0
AMPHENOL CORP NEW CL A 032095101 71,068 741,760 SH   SOLE   741,760 0 0
ANAPLAN INC COM 03272L108 51,350 1,133,304 SH   SOLE   1,133,304 0 0
ARYA SCIENCES ACQUISTION CO UNIT 06/09/2027 G31655114 1,739 150,000 SH   SOLE   150,000 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 2,530 155,700 SH   SOLE   155,700 0 0
BAXTER INTL INC COM 071813109 103,682 1,204,204 SH   SOLE   1,204,204 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 2,479 240,900 SH   SOLE   240,900 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,975 455,000 SH   SOLE   455,000 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 17,045 4,761,119 SH   SOLE   4,761,119 0 0
CANADIAN PAC RY LTD COM 13645T100 107,909 422,610 SH   SOLE   422,610 0 0
CARVANA CO CL A 146869102 59,501 495,020 SH   SOLE   495,020 0 0
CATALENT INC COM 148806102 49,558 676,100 SH   SOLE   676,100 0 0
CENTENE CORP DEL COM 15135B101 87,867 1,382,640 SH   SOLE   1,382,640 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 166,436 326,320 SH   SOLE   326,320 0 0
CHEMOCENTRYX INC COM 16383L106 2,589 45,000 SH Call SOLE   45,000 0 0
CHIASMA INC COM 16706W102 1,043 193,805 SH   SOLE   193,805 0 0
COHERUS BIOSCIENCES INC COM 19249H103 3,238 181,300 SH   SOLE   181,300 0 0
COSTAR GROUP INC COM 22160N109 32,620 45,900 SH   SOLE   45,900 0 0
D R HORTON INC COM 23331A109 64,962 1,171,548 SH   SOLE   1,171,548 0 0
DOLLAR GEN CORP NEW COM 256677105 117,598 617,280 SH   SOLE   617,280 0 0
DRAFTKINGS INC COM CL A 26142R104 7,046 211,846 SH   SOLE   211,846 0 0
EIGER BIOPHARMACEUTICALS INC COM 28249U105 1,914 199,400 SH   SOLE   199,400 0 0
FACEBOOK INC CL A 30303M102 253,124 1,114,740 SH   SOLE   1,114,740 0 0
FATE THERAPEUTICS INC COM 31189P102 2,573 75,000 SH   SOLE   75,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 149,020 1,111,340 SH   SOLE   1,111,340 0 0
FIVE BELOW INC COM 33829M101 118,777 1,111,000 SH   SOLE   1,111,000 0 0
FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 29,154 2,732,300 SH   SOLE   2,732,300 0 0
GAP INC COM 364760108 63,100 5,000,000 SH   SOLE   5,000,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 58,896 3,137,780 SH   SOLE   3,137,780 0 0
GLOBAL PMTS INC COM 37940X102 106,529 628,043 SH   SOLE   628,043 0 0
GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 3,153 300,000 SH   SOLE   300,000 0 0
HOLOGIC INC COM 436440101 53,640 941,054 SH   SOLE   941,054 0 0
HOMOLOGY MEDICINES INC COM 438083107 1,075 70,751 SH   SOLE   70,751 0 0
HUMANA INC COM 444859102 61,734 159,210 SH   SOLE   159,210 0 0
IMMUNOVANT INC COM 45258J102 4,088 167,884 SH   SOLE   167,884 0 0
INSMED INC COM PAR $.01 457669307 24,664 895,560 SH   SOLE   895,560 0 0
IQVIA HLDGS INC COM 46266C105 133,976 944,290 SH   SOLE   944,290 0 0
JACOBS ENGR GROUP INC COM 469814107 103,246 1,217,522 SH   SOLE   1,217,522 0 0
JAWS ACQUISITION CORP UNIT 99/99/9999 G50744120 21,107 2,023,700 SH   SOLE   2,023,700 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 2,989 247,000 SH   SOLE   247,000 0 0
KBR INC COM 48242W106 71,264 3,160,264 SH   SOLE   3,160,264 0 0
KEZAR LIFE SCIENCES INC COM 49372L100 2,880 555,900 SH   SOLE   555,900 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 63,810 376,082 SH   SOLE   376,082 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 66,118 398,040 SH   SOLE   398,040 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 4,256 100,000 SH   SOLE   100,000 0 0
MARINUS PHARMACEUTICALS INC COM 56854Q101 5,080 2,000,000 SH   SOLE   2,000,000 0 0
MCKESSON CORP COM 58155Q103 88,968 579,900 SH   SOLE   579,900 0 0
NIKE INC CL B 654106103 65,233 665,300 SH   SOLE   665,300 0 0
NORFOLK SOUTHERN CORP COM 655844108 70,331 400,587 SH   SOLE   400,587 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 2,578 76,432 SH   SOLE   76,432 0 0
OTIS WORLDWIDE CORP COM 68902V107 147,893 2,600,994 SH   SOLE   2,600,994 0 0
PAYPAL HLDGS INC COM 70450Y103 94,206 540,700 SH   SOLE   540,700 0 0
PLIANT THERAPEUTICS INC COM 729139105 3,074 94,700 SH   SOLE   94,700 0 0
QUEST DIAGNOSTICS INC COM 74834L100 40,779 357,835 SH   SOLE   357,835 0 0
ROCKWELL AUTOMATION INC COM 773903109 67,055 314,810 SH   SOLE   314,810 0 0
ROSS STORES INC COM 778296103 44,119 517,584 SH   SOLE   517,584 0 0
ROYALTY PHARMA PLC SHS CL A G7709Q104 104,528 2,153,000 SH   SOLE   2,153,000 0 0
SELECTQUOTE INC COM 816307300 13,033 514,545 SH   SOLE   514,545 0 0
SOCIAL CAP HDOSPHIA HLDG CO SHS CL A G8250T109 14,265 1,214,000 SH   SOLE   1,214,000 0 0
SOCIAL CAP HDOSPHIA HLDG CO *W EXP 99/99/999 G8250T125 1,465 404,666 SH   SOLE   404,666 0 0
SOCIAL CAP HEDSPIA HLDG CO I COM CL A G8251K107 28,314 2,532,593 SH   SOLE   2,532,593 0 0
SOCIAL CAP HEDSPIA HLDG CO I *W EXP 99/99/999 G8251K115 2,533 844,196 SH   SOLE   844,196 0 0
SOLENO THERAPEUTICS INC COM NEW 834203200 5,611 2,527,375 SH   SOLE   2,527,375 0 0
SURFACE ONCOLOGY INC COM 86877M209 3,128 476,879 SH   SOLE   476,879 0 0
SUTRO BIOPHARMA INC COM 869367102 7,006 902,800 SH   SOLE   902,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 113,550 813,573 SH   SOLE   813,573 0 0
TJX COS INC NEW COM 872540109 91,551 1,810,740 SH   SOLE   1,810,740 0 0
TORTOISE ACQUISITION CORP CL A 89154L100 24,422 890,000 SH   SOLE   890,000 0 0
TREBIA ACQUISITION CORP UNIT 99/99/9999 G9027T125 13,752 1,316,000 SH   SOLE   1,316,000 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 1,630 25,231 SH   SOLE   25,231 0 0
UBER TECHNOLOGIES INC COM 90353T100 123,543 3,975,001 SH   SOLE   3,975,001 0 0
UNION PAC CORP COM 907818108 149,686 885,350 SH   SOLE   885,350 0 0
UNITEDHEALTH GROUP INC COM 91324P102 96,590 327,480 SH   SOLE   327,480 0 0